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Beaird Harris Wealth Management’s Progressive PGR Stock Holding History

Beaird Harris Wealth Management’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.77K Hold
17
– – ﹤0.01% 469
2026
Q1 		$3.42K Hold
17
– – ﹤0.01% 447
2025
Q4 		$3.93K Sell
17
-4
-19% -$903 ﹤0.01% 460
2025
Q3 		$5.25K Hold
21
– – ﹤0.01% 421
2025
Q2 		$5.54K Buy
21
+15
+250% +$4.11K ﹤0.01% 418
2025
Q1 		$1.7K Hold
6
– – ﹤0.01% 456
2024
Q4 		$1.44K Hold
6
– – ﹤0.01% 463
2024
Q3 		$1.52K Hold
6
– – ﹤0.01% 459
2024
Q2 		$1.25K Hold
6
– – ﹤0.01% 578
2024
Q1 		$1.24K Hold
6
– – ﹤0.01% 527
2023
Q4 		$956 Buy
+6
New +$939 ﹤0.01% 521
2023
Q1 		– Sell
-127
Closed -$16.5K – 676
2022
Q4 		$16.5K Buy
127
+100
+370% +$12.7K ﹤0.01% 279
2022
Q3 		$3K Hold
27
– – ﹤0.01% 381
2022
Q2 		$3K Hold
27
– – ﹤0.01% 336
2022
Q1 		$3K Buy
+27
New +$2.92K ﹤0.01% 492

Other funds holding PGR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaird Harris Wealth Management's PGR Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Progressive (PGR) position steady in Q2 2026 at 17 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Beaird Harris Wealth Management first reported a position in PGR in Q1 2022 and has held it in 15 quarters since. The position peaked at $16.5K in Q4 2022. 1,821 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

  • Beaird Harris Wealth Management held 17 shares of Progressive worth $3.77K as of Q2 2026.
  • Beaird Harris Wealth Management left its Progressive share count unchanged in Q2 2026.
  • Progressive made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #469 holding.
  • Beaird Harris Wealth Management first reported a position in Progressive in Q1 2022 and has held it in 15 quarters since.
  • Beaird Harris Wealth Management's Progressive position peaked at $16.5K in Q4 2022.
  • 1,821 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.